Most advisors know the basics of Qualified Charitable Distributions (or QCDs), but that isn’t the same as navigating a real client conversation. While it’s common for this topic to come… Read More
As 2025 came to a close, many CPAs, estate planning attorneys, and financial advisors saw a rush of charitable planning among high-income clients. With the new federal limits for 2026,… Read More
As we move into the first quarter of 2026, you’re likely already tracking updated IRS thresholds and monitoring how recent tax law changes affect planning strategies. What’s easy to overlook,… Read More
Most nonprofits do a great job reminding donors about the benefits of giving appreciated, publicly traded securities, and those reminders matter. But most donors are used to just writing a… Read More
As you begin planning your 2026 fundraising and donor stewardship efforts, it’s worth stepping back to look at the full spectrum of your supporters. Successful fundraising strategies recognize that donors… Read More
“Our board members are skeptical that planned giving is something we can realistically take on. They worry we’re just not ready.” Sound familiar? It does to a lot of non-profit… Read More
A new year always means new opportunities, but for nonprofits, 2026 may also introduce new challenges, one of the biggest being securing corporate donations. Recent policy changes are shifting how… Read More
Keeping clients for the long haul is one of the most important things for any profession, and a key predictor of success. Not to mention, it’s usually easier and less… Read More
If you work with business owners, chances are you’ve at least heard of charitable gifts of closely held business interests. But if you haven’t personally facilitated one, you’re not alone—these… Read More
As market conditions shift and new legislation takes shape, advisors are reexamining every strategy that helps clients achieve their financial and charitable goals. One strategy in particular—already well-loved by many… Read More